Welcome to Rich Road Financial.
Pricing
I am a 'fee-only' advisor. I do not make any commissions directly on any product or investment we place you in - which is by design.
Any life insurance, health planning, estate plan, annuity, or private-investment options recommended do not financially benefit Rich Road Financial.
But at various times, when they make the most sense, they will be highly recommended!
Fixed Rate Option
For clients with less than $150k of assets to invest at Rich Road Financial, or desiring my advice without the investment management, we charge an annual fee of $1,500, which can be paid in two payments during the year.
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​​​This fee includes:
Annual financial build and plan review
Major decision and purchase guidance
Retirement planning projections
Tax-planning projections
Insurance guidance
Stewardship advising
Portfolio Fee Approach
For clients with $150k+ of assets to invest at Rich Road Financial, we have a competitively priced tiered fee structure for comprehensive services.
​​​Up to $1m 0.9%
$1m - $3m 0.7%
$3m - $5m 0.5%
$5m+ Negotiable
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This fee includes:
Annual financial plan review
Major decision and purchase guidance
Retirement planning projections
Tax-planning projections
Insurance guidance
Stewardship advising
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It also includes:
Investment management and rebalancing
Tax analysis and reco's on special distributions
Retirement income distribution planning
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